Today I’m excited to announce the release of my latest investing book:
Moonshot Edge: The Back Door to Infrastructure Gold
For years, investors have viewed Bitcoin mining companies primarily as leveraged bets on cryptocurrency prices. When Bitcoin rises, interest in the sector grows. When Bitcoin falls, many investors move on to the next trend.
But what if that isn’t the entire story?
Over the past several years, I have spent a significant amount of time researching companies involved in digital infrastructure, artificial intelligence, data centers, power generation, connectivity, and Bitcoin infrastructure. As I studied these businesses, I began noticing a common theme.
Many of the companies traditionally labeled as Bitcoin miners were building something much larger.
They were securing access to power.
They were constructing large-scale computing facilities.
They were developing infrastructure capable of supporting energy-intensive workloads.
They were positioning themselves within industries increasingly connected to artificial intelligence, cloud computing, and digital infrastructure.
That observation eventually became the foundation for this book.
The Back Door to Infrastructure Gold explores a simple but important question:
Who owns the infrastructure behind the future?
Rather than focusing on predicting which AI company will dominate or which cryptocurrency will outperform, the book examines the infrastructure supporting those trends. Power, compute, data centers, connectivity, and digital infrastructure may become some of the most valuable assets of the next decade as artificial intelligence and digital services continue to expand.
The book explores topics including:
- Power Infrastructure
- AI Compute Infrastructure
- Data Centers
- Digital Networks
- Satellite Connectivity
- Bitcoin Infrastructure
- The Infrastructure Gold Thesis
It also examines companies and themes that helped shape my thinking around the future of digital infrastructure.
One of the goals of the Moonshot Edge series has always been to look beyond headlines and identify the builders behind emerging technologies. While many investors focus on products and applications, I often find myself asking a different question:
What infrastructure makes those technologies possible?
This book is my attempt to answer that question.
Thank you to everyone who continues to support Analyze Stocks, the Moonshot Edge series, and the research process behind these projects.
The book is now available on Amazon Kindle for $2.99.
As always, thank you for reading, and happy investing.
— Chris Connor
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